McKinley Carter Wealth Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

McKinley Carter Wealth Services’s Portfolio PPA Stock Details PPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$605K	Hold	3,653	–	–	0.03%	205
2025 Q4	$572K	Hold	3,653	–	–	0.03%	213
2025 Q3	$568K	Sell	3,653 -19	-0.5%	-$2.79K	0.03%	211
2025 Q2	$520K	Sell	3,672 -48	-1%	-$6.08K	0.03%	211
2025 Q1	$434K	Sell	3,720 -87	-2%	-$10.2K	0.03%	221
2024 Q4	$437K	Buy	3,807 +983	+35%	+$116K	0.03%	213
2024 Q3	$325K	Sell	2,824 -342	-11%	-$37.2K	0.02%	252
2024 Q2	$325K	Buy	3,166 +129	+4%	+$13.2K	0.02%	247
2024 Q1	$308K	Hold	3,037	–	–	0.02%	253
2023 Q4	$280K	Buy	+3,037	New	+$260K	0.02%	256

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

McKinley Carter Wealth Services's PPA Position: Q1 2026 in Review

McKinley Carter Wealth Services held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2026 at 3,653 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #205.

McKinley Carter Wealth Services first reported a position in PPA in Q4 2023 and has held it in 10 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

McKinley Carter Wealth Services held 3,653 shares of Invesco Aerospace & Defense ETF worth $605K as of Q1 2026.
McKinley Carter Wealth Services left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #205 holding.
McKinley Carter Wealth Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.